Two things I am especially proud of are my 17 years in healthcare and being a mom to five amazing children. Both experiences taught me that life comes without an instruction manual—but they were also two of the most rewarding roles I have ever had.
I have lived at both ends of the spectrum: raising my children while also helping families through some of the most difficult and emotional moments of their lives as their loved ones approached the end stages of life. Those experiences taught me adaptability, resilience, compassion, and the true power of selflessness.
During my years in healthcare, I also witnessed something that stayed with me. Many families had little or no financial literacy or preparation for the financial challenges they suddenly faced. At the time, I didn’t have that knowledge either. I frequently watched families struggle, and all too often, one of their greatest sources of stress was money. They were faced with unexpected and sometimes overwhelming financial burdens they simply weren’t prepared for.
Then, thanks to an Uber driver named James, I learned that it doesn’t have to be that way.
Through the Miliare Group, I was given the opportunity to become a business owner and help people become more educated and confident about their financial lives. My passion is helping individuals and families understand their options, make informed financial decisions, and work toward a future where they can thrive—not simply survive.
Today, I am licensed and work alongside families to help address their comprehensive financial needs. The companies I have the privilege of working with allow me to take a holistic approach to each individual’s financial situation and help create strategies tailored to their unique goals and circumstances.
I am passionate about working with people from all walks of life. Whether someone needs help with cash flow, budgeting, debt management, wealth building, or wealth preservation, my goal is to meet them where they are and help them move forward. I believe financial guidance should be centered around the needs of the client, not a one-size-fits-all approach.
I was born and raised in Northern Wisconsin and now live in Sheboygan, Wisconsin, in the southern part of the state. I moved south about eight years ago when I was dating my wife, and three years later, we were married.
My five children are now grown, and I am blessed with seven grandchildren, with an eighth on the way. Family is at the heart of everything I do. Our household also includes our two dogs, Zobel, a German Shepherd, and Apollo, an American Staffordshire Bull Terrier, along with our two orange cats, Otis and Oliver.
I genuinely enjoy helping people become more educated about their financial situation so they can pursue the dreams and goals that matter most to them. Financial independence looks different for everyone, and I believe everyone deserves the opportunity to understand their options and build a plan for their future.
I would be honored to have the opportunity to work with you and your family.
